Trent Wealth Management of LPL Financial
Our experienced team will work closely with you to delve deep into your financial history and future.
💡 Financial Fact Friday: Automating your savings can increase your savings rate by up to 30%. Set up automatic transfers to your savings account today! 💰
The latest Weekly Market Commentary has been released! For timely takes on the markets and the economy, click here: https://www.twm.lpl.com/weekly-market-commentary
🏈 Fantasy Football: The Ultimate Team-Building Tool? 🏈
Did you know 44% of fantasy football players compete with colleagues, and over two-thirds believe it helps them connect with new team members? 🤝 Discover how this fun game can boost your workplace culture and morale!
Why Fantasy Football Works:
Regular Interaction: Weekly games keep the conversation going.
Shared Interests: Build camaraderie and shared goals.
Positive Contact: Multiple opportunities for team bonding.
Seamless Integration: Helps new hires feel welcome.
But there’s more! Learn how to keep it fun and fair, and why managers should avoid playing with team members.
Ready to transform your workplace culture? 🌟Read More!
Could Fantasy Football Be Good For Your Team At Work? From company retreats, to softball games or holiday parties, social activities help people get to know each other better, which can lead to better morale, teamwork and...
Today we honor and commemorate those who lost their lives on 9/11.
Let us never forget those who lost their lives on this day, and the unity and strength we have when we come together as a nation.
A 401(k) plan allows an employee to set aside part of their salary, subject to certain limitations, in a separate account to accumulate on a tax-deferred basis.
We hope you have some time off to enjoy friends and family this holiday weekend. Our office will be closed today!
🔍 Stop Asking the Wrong Money Questions!
Financial decisions often hinge on asking the right questions. Instead of starting with “Should I buy,” let’s focus on the why and who. Here are some better questions to consider:
1. How would you define financial success?
2. What is your overall objective in investing?
3. What keeps you up at night from an investment perspective?
4. How do you think about allocating money in the short and long term?
5. Does your investment strategy align with your life goals?
6. Save for tomorrow or live for today?
Remember, understanding your personal context matters more than a generic “buy or not” question. Let’s focus on you!
🌍 Aging populations, shrinking workforce, and the challenge of supporting senior programs: As people live longer and have fewer children, the ratio of workers to retirees is shrinking. Social Security and Medicare face funding gaps worldwide. Let's find solutions! 📊💡
The Economic Impact of an Aging World As the world population grows older, there are fewer workers to drive the economy and support social programs.
In honor of National Nonprofit Day, make a donation to your favorite nonprofit organization. Even small amounts help make a difference in someone’s life!
Educate yourself on how credit scores work, how to build credit, and the importance of responsible borrowing. Maintaining a good credit score can help you secure loans, rent an apartment, or even land a job.
Attention, parents and teens!
Most teenagers don’t think about retirement or buying a home when they start their first jobs. But guess what? That first job could be the perfect chance to introduce them to the magic of a Roth IRA!
Minors Can Contribute: If your teen has earned income, they can contribute to a Roth IRA. Just open a custodial account in their name.
Tax-Free Growth: Contributions are made after-tax, so they can be withdrawn anytime without penalties. Plus, earnings grow tax-free!
So, parents, consider giving your teen a head start on financial wisdom. They’ll thank you later! 🙌💸
Read the full article for more insights!
The Potential Benefits of Roth IRAs for Kids Kids can get a head start on building wealth with a Roth IRA
The latest Weekly Market Commentary has been released! For timely takes on the markets and the economy, click here: https://hubs.ly/Q02zvCbc0
Happy Parents' Day to all the amazing moms and dads out there! Your love, dedication, and endless support light up our lives. Here's to celebrating you today and every day!
Facing an early retirement? Here's what to know as you navigate this unexpected transition. From taking time to make informed decisions to considering work opportunities, explore key factors to help you adapt.
Read more for valuable insights: https://hubs.la/Q02zvCmC0
The latest Weekly Market Commentary has been released! For timely takes on the markets and the economy, click here: https://hubs.la/Q02zvBRQ0
Unlocking generational wealth: Learn how to preserve and manage inherited assets for lasting financial freedom. From fostering transparent communication to seeking professional guidance, discover key strategies to ensure your legacy thrives.
Read more from our latest blog: (Link)
Get market insights from on what they believe is in store for the rest of 2024 and what it may mean for portfolios. 2024 -> https://www.twm.lpl.com/midyear-outlook-2024
The latest Weekly Market Commentary has been released! For timely takes on the markets and the economy, click here: https://hubs.ly/Q02zvFnt0
The latest Weekly Market Commentary has been released! For timely takes on the markets and the economy, click here: https://hubs.la/Q02xL91Q0
Happy Father’s Day from our team at Trent Wealth Management!
Gen Xers find themselves facing a pivotal moment, with retirement on the horizon. For many in this generation, the road to retirement is uncharted and fraught with financial uncertainty. Read more: https://hubs.la/Q02xLc9j0
The latest Weekly Market Commentary has been released! For timely takes on the markets and the economy, click here: https://hubs.la/Q02xL6Gj0
Halfway through the year, it's the perfect time to review your finances and make any necessary adjustments to stay on track! Contact our office to discuss your financial plans: https://hubs.la/Q02xLbTG0
The latest Weekly Market Commentary has been released! For timely takes on the markets and the economy, click here: https://hubs.la/Q02xL75h0
Annuities are long-term contracts with insurance companies that provide a guaranteed income in retirement. They offer a stream of payments on a future or series of dates, regardless of how long you live. Contact our office to learn more: https://hubs.la/Q02xL2cz0
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3510 Unocal Place, Suite 300
Santa Rosa, CA
95403
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
4849 Old Redwood Highway
Santa Rosa, 95403
Kobrin Financial is a multi generation family owned financial planning company www.CanyouRetire.com
120 Stony Point Road Suite 230
Santa Rosa, 95401
Fully Outsourced Accounting & Finance Services for the Construction Industry
Santa Rosa, 95403
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Where you go when the banks so no! A no hassle company to help businesses get needed financing for expansion or tough times.